Purchases and Sales Made in Q3 2023 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q3 2023. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US EMERGIN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-483- 2.26% |
$11.5K - $12.6K
|
20.9K
$563K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-509- 1.15% |
$12.1K - $13.3K
|
43.6K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Jentner Corp
|
SELL
|
- |
-513- 1.78% |
$12.2K - $13.4K
|
28.2K
$761K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-519- 2.19% |
$12.4K - $13.6K
|
23.1K
$624K
|
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-524- 4.64% |
$12.5K - $13.7K
|
10.8K
$290K
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-530- 3.2% |
$12.6K - $13.8K
|
16K
$432K
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-552- 4.3% |
$13.2K - $14.4K
|
12.3K
$331K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-553- 6.05% |
$13.2K - $14.4K
|
8.59K
$232K
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-573- 0.58% |
$13.7K - $15K
|
98K
$2.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-593- 4.2% |
$14.1K - $15.5K
|
13.5K
$365K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-600- 6.67% |
$14.3K - $15.7K
|
8.4K
$227K
|
|
|
Oct 18, 2023
Q3 2023
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-618- 1.48% |
$14.7K - $16.1K
|
41.3K
$1.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-633- 2.95% |
$15.1K - $16.5K
|
20.8K
$561K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-650- 2.02% |
$15.5K - $17K
|
31.6K
$851K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-656- 2.15% |
$15.6K - $17.1K
|
29.9K
$806K
|
|
|
Oct 10, 2023
Q3 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-674- 1.3% |
$16.1K - $17.6K
|
51.1K
$1.38M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-676- 3.41% |
$16.1K - $17.7K
|
19.2K
$517K
|
|
|
Oct 24, 2023
Q3 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-682- 1.44% |
$16.3K - $17.8K
|
46.7K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-685- 4.14% |
$16.3K - $17.9K
|
15.9K
$427K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-690- 2.8% |
$16.4K - $18K
|
24K
$646K
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-697- 5.45% |
$16.6K - $18.2K
|
12.1K
$326K
|
|
|
Oct 10, 2023
Q3 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-701- 3.76% |
$16.7K - $18.3K
|
17.9K
$484K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-718- 1.17% |
$17.1K - $18.7K
|
60.8K
$1.64M
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-721- 4.59% |
$17.2K - $18.8K
|
15K
$404K
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-737- 1.77% |
$17.6K - $19.2K
|
40.9K
$1.1M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-754- 0.88% |
$18K - $19.7K
|
84.9K
$2.29M
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-762- 3.32% |
$18.2K - $19.9K
|
22.2K
$597K
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
SELL
|
- |
-768- 6.69% |
$18.3K - $20.1K
|
10.7K
$289K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-775- 2.65% |
$18.5K - $20.2K
|
28.5K
$769K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-810- 8.47% |
$19.3K - $21.1K
|
8.76K
$236K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-810- 4.38% |
$19.3K - $21.1K
|
17.7K
$477K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-822- 2.58% |
$19.6K - $21.5K
|
31K
$837K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-850- 5.84% |
$20.3K - $22.2K
|
13.7K
$369K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-871- 5.15% |
$20.8K - $22.7K
|
16.1K
$433K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-895- 3.36% |
$21.3K - $23.4K
|
25.7K
$693K
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-899- 2.76% |
$21.4K - $23.5K
|
31.6K
$853K
|
|
|
Oct 17, 2023
Q3 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-905- 1.53% |
$21.6K - $23.6K
|
58.2K
$1.57M
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-953- 3.59% |
$22.7K - $24.9K
|
25.6K
$689K
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1K- 74.63% |
$23.8K - $26.1K
|
340
$9.17K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.01K- 1.62% |
$24K - $26.3K
|
61K
$1.64M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.03K- 5.76% |
$24.5K - $26.9K
|
16.8K
$454K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.03K- 18.13% |
$24.5K - $26.9K
|
4.65K
$125K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-1.03K- 60.02% |
$24.6K - $27K
|
688
$18.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.08K- 1.05% |
$25.7K - $28.2K
|
102K
$2.75M
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.09K- 3.06% |
$26K - $28.5K
|
34.7K
$935K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.12K- 0.47% |
$26.8K - $29.3K
|
239K
$6.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.13K- 7.42% |
$27K - $29.6K
|
14.2K
$382K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.17K- 4.59% |
$28K - $30.7K
|
24.4K
$658K
|
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-1.2K- 16.75% |
$28.5K - $31.3K
|
5.95K
$160K
|
|
|
Oct 19, 2023
Q3 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.2K- 6.37% |
$28.6K - $31.3K
|
17.6K
$476K
|